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20121003
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CNBC
Oct 1, 2012 9:00am EDT
thanks to google. >> take a look at shares of oracle, surging today on the first day of its open world conference. it's up 1.6%. really nice, strong gain, bucking the trend amongst its peers, as well as a broader market. one of those ipos going to hit the market workday. that's a cloud play, expected to be a hot ipo. in fact, people are already estimating that revenues will hit $1 billion by 2015. so workday is that ipo. could be in oracle's back yard in terms of competition. >> i find it amazing. oracle's application growth was nil. and there frankly is not -- the growth tends to be acquisition growth. and people love it. they don't look through the numbers. one of the frustrating things for the purists is there wasn't a lot of growth in oracle and the stock didn't get hit. this is a remarkable time, guys. here you don't have the classic what you want to see from tech, which is good revenue growth and no one seems to mind. >> i think in certain companies, investors are willing to look past. that's oracle, that's amazon, a number of them. and they're very much connected to the people r
CNBC
Oct 2, 2012 9:00am EDT
comments, but when you think about icht t. spending, it is oracle and cisco. the one thing confusing for me is ibm, sap, they both said business is quite strong. accenture just said these are strong. imperricly he's wrong. anecdotely he's right, imperricly he's wrong. >> not just highs but record highs in yesterday's recession. we are seeing the providers do well in today's stock market. >> i'm surprised how often it comes up when i have decision makers talking with me they are unwilling to commit additional capital as needed. we hear it from our guests, it comes up time and again. it is somewhat overstated. can it be paralyzing business to such an extent? but it is there and i think stories like today's "new york times" which indicate perhaps -- >> you mean sorkin. >> no, progress on the front page of "the new york times" perhaps that will be embraced. imagine what would happen if we dealt with the budget deficit in a meaningful way and did deal with the issues? one thinks the uncertainty cloud goes away. if it doesn't, there's something else going on. >> i was referring to a sorkin
Search Results 0 to 1 of about 2